Edit/ Reschedule Call
To open the Edit/Reschedule Call window, tap the Edit icon on the Call Schedule Detail screen.
The Edit/ Reschedule Call window displays the details of a scheduled call and allows you to perform the following:
Action | Steps |
---|---|
To edit or reschedule the call |
Tap the Update Call button after entering the desired information. |
To return to the Call Schedule Detail screen without making any changes |
Tap anywhere outside of the Edit /Reschedule Call window or tap the Close icon. |
The following fields appear on the Edit/ Reschedule Call window:
Field | Description |
---|---|
Call Date |
The date on which the call will be placed. |
Call Time |
The time at which the call will be placed. |
Category |
The area of interest the call will be about. Valid category codes are configured on the Categories screen in IntelliDealer. |
Contact to Call |
If desired, the call can target a specific customer contact. |
Salesperson |
The salesperson that should make the call. |
Type of Call |
The type of call that will be placed. Valid type codes are configured on the Types screen in IntelliDealer. |
Reason for Call |
The reason for calling. Valid reason codes are configured on the Reasons screen in IntelliDealer. |
Description |
A description of the call or any special instructions for the call can be entered here. |